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| Provider | Service type | Compensation |
|---|---|---|
MERCER9+ years Service code 11 · EIN 13-2834414 | Actuarial | $494,993 |
NORTHERN TRUST COMPANY8 years Service code 19 · EIN 36-1561860 | Securities Custodian | $165,253 |
BLACKROCK4 years Filed as: BLACKROCK INST. TRUST COMPANY Service code 28 · EIN 94-3112180 | Investment Management | $13,843 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $125,690-100.0% | $182,032-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 3.2%-3.2pp | 13.4%-13.4pp | 12.4%-12.4pp |
| Annual return | 10.14% | 8.82%+1.3pp | 7.69%+2.5pp | 9.89%+0.2pp |
| Employer contribution / active EE | $34,483 | $12,837+168.6% | $28,501+21.0% | $14,313+140.9% |
| Participant deferral / active EE | $0 | $58-100.0% | $49-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $265-100.0% | $51,246-100.0% | $9,084-100.0% |